Latest Institutional Transactions on First Trust Rising Dividend Ac (RDVY)
This table provides information on the latest institutional transactions involving First Trust Rising Dividend Ac (RDVY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
133K+ 6.18% |
$6.86M - $8.34M
|
2.29M
$152M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
122New |
$6.3K - $7.65K
|
122
$8.09K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
66.6K+ 368.14% |
$3.44M - $4.18M
|
84.7K
$5.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
258K+ 4.11% |
$13.3M - $16.2M
|
6.54M
$434M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
14.6K+ 16.41% |
$751K - $913K
|
103K
$6.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8.02K+ 11.14% |
$414K - $503K
|
80K
$5.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-4.35K- 44.43% |
$224K - $273K
|
5.44K
$361K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-35- 1.12% |
$1.81K - $2.2K
|
3.09K
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.63KNew |
$84.3K - $102K
|
1.63K
$108K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
7.89K+ 19.45% |
$407K - $495K
|
48.5K
$3.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.36K- 21.14% |
$328K - $399K
|
23.7K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-876- 2.61% |
$45.2K - $55K
|
32.7K
$2.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
40.7K+ 12.48% |
$2.1M - $2.56M
|
367K
$24.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-9.5K- 25.44% |
$490K - $596K
|
27.8K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
449K+ 12.74% |
$23.2M - $28.2M
|
3.97M
$263M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
14.4KNew |
$741K - $901K
|
14.4K
$952K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
612K+ 125.02% |
$31.6M - $38.4M
|
1.1M
$73.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-615- 1.98% |
$31.7K - $38.6K
|
30.5K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-38.9K- 64.81% |
$2.01M - $2.44M
|
21.1K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
78.3K+ 191.87% |
$4.04M - $4.91M
|
119K
$7.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.24K+ 52.82% |
$219K - $266K
|
12.3K
$814K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.9K+ 150.99% |
$873K - $1.06M
|
28.1K
$1.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-12.6K- 48.14% |
$648K - $788K
|
13.5K
$897K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.23K- 14.05% |
$63.2K - $76.9K
|
7.5K
$497K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-359- 2.14% |
$18.5K - $22.5K
|
16.4K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
64.8K+ 156.89% |
$3.34M - $4.06M
|
106K
$7.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.46KNew |
$179K - $217K
|
3.46K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-98- 38.28% |
$5.06K - $6.15K
|
158
$10.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-121- 0.66% |
$6.24K - $7.59K
|
18.1K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-110- 3.52% |
$5.68K - $6.9K
|
3.02K
$200K
|
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
347+ 8.66% |
$17.9K - $21.8K
|
4.35K
$289K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
199K+ 1.81% |
$10.3M - $12.5M
|
11.2M
$743M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
59.6K+ 26.26% |
$3.07M - $3.74M
|
286K
$19M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
3.56K+ 193.64% |
$184K - $223K
|
5.4K
$358K
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
63+ 0.43% |
$3.25K - $3.95K
|
14.8K
$982K
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-40.6K- 17.6% |
$2.1M - $2.55M
|
190K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
95.7K+ 3.79% |
$4.94M - $6.01M
|
2.62M
$174M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.15K+ 41.62% |
$214K - $260K
|
14.1K
$936K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
23.2K+ 18.75% |
$1.2M - $1.45M
|
147K
$9.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.73K- 12.69% |
$89.2K - $108K
|
11.9K
$789K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-3.2K- 75.73% |
$165K - $201K
|
1.03K
$68.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
89.3K+ 3.8% |
$4.61M - $5.6M
|
2.44M
$162M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.66K+ 7.71% |
$395K - $480K
|
107K
$7.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-244- 1.53% |
$12.6K - $15.3K
|
15.7K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-8.53K- 5.1% |
$440K - $535K
|
159K
$10.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
143KNew |
$7.39M - $8.99M
|
143K
$9.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
473+ 3.85% |
$24.4K - $29.7K
|
12.8K
$846K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1+ 0.01% |
$51.6 - $62.7
|
8.89K
$590K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1K+ 0.27% |
$51.8K - $62.9K
|
373K
$24.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
217K+ 31.61% |
$11.2M - $13.6M
|
906K
$60.1M
|